中信证券研报指出，AI用能需求叠加减碳目标驱动美国核电快速发展，近年来互联网企业频繁与核电运营商签订长期购电协议。SMR(小型模块化反应堆)具有占地面积小、采用更多模块化设计、工厂化建造等特点，能够进一步降低核电站的项目成本，在满足较小的本地化电力稳定供应需求的同时改善项目的综合盈利能力。该行认为美国核电正处于复苏阶段，SMR等新技术完美契合AI用能需求及减碳目标，有望深度受益数据中心等新兴用能需求。该行建议从核燃料(铀)、核电设备、乏燃料处理、核电运营商等几个维度进行投资。CGN Mining (01164) opened more than 3% higher. As of press release, it rose 3.66% to HK$1.7, with a turnover of HK$2.2355 million.
The Zhitong Finance App learned that CGN Mining (01164) opened more than 3% higher. As of press release, it had risen 3.66% to HK$1.7, with a turnover of HK$2.2355 million.
According to the news, recently, Constellation Energy announced that the company has obtained a comprehensive contract of more than 1 billion US dollars from the US General Services Administration (GSA) to supply electricity to more than 13 government agencies and implement energy saving and protection measures at five facilities owned by GSA in the US metropolitan area. Affected by this news, Constellation Energy closed up more than 8% on Thursday, and strengthened the entire US nuclear power and uranium ore sector.
According to the CITIC Securities Research Report, AI energy demand combined with carbon reduction goals is driving the rapid development of US nuclear power. In recent years, Internet companies have frequently signed long-term power purchase agreements with nuclear power operators. SMR (small modular reactor) has the characteristics of a small footprint, more modular design, factory construction, etc., which can further reduce the project cost of nuclear power plants and improve the overall profitability of the project while meeting the small demand for stable supply of localized electricity. The bank believes that US nuclear power is in the recovery stage. New technologies such as SMR perfectly meet AI energy needs and carbon reduction goals, and are expected to benefit deeply from emerging energy needs such as data centers. The bank proposes to invest in several dimensions, such as nuclear fuel (uranium), nuclear power equipment, spent fuel treatment, and nuclear power operators.
